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Act 1, scene 3: The premise shifts

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Scene 3: The premise shifts
That premise, that writing the code is the expensive part, is now moving. Coding agents such as Claude Code and Codex are reported building whole applications end to end. If code is no longer the expensive part, the four rules built on its cost deserve a second look. Which layers should every customer still share? What is a SaaS product really selling, once its code is cheap to reproduce?
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The full video in five acts, one act at a time.